Service Plans

Service Plan 1

Service Plan 1 is ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing.

Service Plan 1 Includes:

  • Accounting software subscription and basic support (Xero, BankLink or MYOBLive)
  • Annual accounts
  • Annual meeting to review business performance
  • Annual tax return filed
  • Bank Reconciliation
  • Email and phone support
  • End of year accounts, financials and documentation
  • GST Reporting & lodging with ATO
  • Income Tax Assessment/Return for ATO
  • Income tax reminders
  • Income Tax Return and Pay As You Go Instalment Tax Management
  • Income Tax returns prepared and filed
  • ATO management
  • Profit & Loss Report
  • Regular newsletters
  • Year-end tax planning advice

Service Plan 2

Service Plan 2 is great for small to medium sized businesses with less than 200 transactions per month. AB Accounting Maclean can help you improve performance and develop your business so you can focus on what you do best.

Includes everything from Service Plan 1 plus:

  • Annual profit & cash flow plan
  • Annual tax plan
  • Assistance with business KPIs
  • Quarterly business performance reports
  • Monthly tax and business alerts
  • Online quarterly transaction review
  • Regular review of your online transactions and performance feedback
  • Regular updates & advice on tax and business issues
  • Reporting on Accounts Payable & Accounts Receivable
  • Quarterly Business performance reviews and KPI meetings with a director
  • Quarterly meeting with your accountant to review business
  • Statutory company and trust administration

Service Plan 3

If you’re serious about growing your business then Service Plan 3 is for you! AB Accounting Maclean will provide you with regular advice and guidance to enable your business to grow.

Includes everything from Service Plan 1 and Service Plan 2 plus:

  • Rolling cash flow forecast
  • Annual Strategic Review
  • Detailed performance graphs and reports
  • Monitoring of cash flows and budgets
  • Monthly business review
  • Monthly financial reports
  • Monthly performance dashboard
  • Monthly profit reports
  • Monthly tax budgeting advice
  • Monthly business advisory / KPI meeting
  • Preparation and filing of GST, PAYE and FBT returns
  • Strategy formulation and monitoring

Customised Service Plan

A Customised Service Plan can be tailored to your specific business.

Let AB Accounting Maclean free up your time by taking care of the essentials and let you do what you do best!

Talk to Joanne to assess your requirements and receive a quote.